Purchases and Sales Made in Q4 2022 in Berkshire Hathaway Inc Class B (BRK-B)
This table provides information about the institutional ownership of Berkshire Hathaway Inc Class B (BRK-B) during Q4 2022. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC - Class B.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-466- 6.07% |
$123K - $148K
|
7.21K
$3.45M
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-467- 19.89% |
$123K - $149K
|
1.88K
$900K
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-467- 15.41% |
$123K - $149K
|
2.56K
$1.23M
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-473- 4.87% |
$125K - $151K
|
9.23K
$4.42M
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-475- 2.23% |
$125K - $151K
|
20.8K
$9.96M
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-477- 3.05% |
$126K - $152K
|
15.1K
$7.25M
|
|
Jan 12, 2023
Q4 2022
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-483- 0.87% |
$128K - $154K
|
54.8K
$26.2M
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-484- 12.05% |
$128K - $154K
|
3.53K
$1.69M
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-485- 20.1% |
$128K - $155K
|
1.93K
$923K
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-489- 0.85% |
$129K - $156K
|
56.9K
$27.2M
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-491- 17.69% |
$130K - $156K
|
2.28K
$1.09M
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
SELL
|
- |
-493- 5.09% |
$130K - $157K
|
9.19K
$4.4M
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-495- 4.2% |
$131K - $158K
|
11.3K
$5.4M
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-496- 11.4% |
$131K - $158K
|
3.85K
$1.84M
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-498- 7.19% |
$131K - $159K
|
6.43K
$3.08M
|
|
Feb 09, 2023
Q4 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-500- 4.02% |
$132K - $159K
|
11.9K
$5.71M
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-502- 0.67% |
$133K - $160K
|
74.7K
$35.7M
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-505- 4.79% |
$133K - $161K
|
10K
$4.8M
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-514- 2.87% |
$136K - $164K
|
17.4K
$8.32M
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-516- 1.27% |
$136K - $164K
|
40.2K
$19.2M
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-518- 10.67% |
$137K - $165K
|
4.34K
$2.08M
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-528- 13.53% |
$139K - $168K
|
3.37K
$1.61M
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-529- 29.9% |
$140K - $169K
|
1.24K
$593K
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-530- 12.09% |
$140K - $169K
|
3.86K
$1.84M
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-535- 5.3% |
$141K - $170K
|
9.56K
$4.58M
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-536- 13.63% |
$142K - $171K
|
3.4K
$1.63M
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-537- 3.57% |
$142K - $171K
|
14.5K
$6.95M
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-542- 45.13% |
$143K - $173K
|
659
$315K
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-544- 10.74% |
$144K - $173K
|
4.52K
$2.16M
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-548- 2.31% |
$145K - $175K
|
23.1K
$11.1M
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-549- 40.79% |
$145K - $175K
|
797
$381K
|
|
Feb 03, 2023
Q4 2022
|
First Dallas Securities Inc.
|
SELL
|
- |
-550- 25.29% |
$145K - $175K
|
1.63K
$778K
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-552- 5.36% |
$146K - $176K
|
9.75K
$4.67M
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-552- 2.64% |
$146K - $176K
|
20.3K
$9.73M
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-565- 6.46% |
$149K - $180K
|
8.18K
$3.92M
|
|
Feb 03, 2023
Q4 2022
|
Am Investment Strategies LLC
|
SELL
|
- |
-565- 0.46% |
$149K - $180K
|
123K
$58.8M
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-566- 1.7% |
$149K - $180K
|
32.7K
$15.6M
|
|
Feb 14, 2023
Q4 2022
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-570- 0.59% |
$150K - $182K
|
96.6K
$46.2M
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-578- 27.12% |
$153K - $184K
|
1.55K
$743K
|
|
Feb 14, 2023
Q4 2022
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-580- 2.25% |
$153K - $185K
|
25.2K
$12M
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-585- 3.67% |
$154K - $186K
|
15.3K
$7.34M
|
|
Feb 08, 2023
Q4 2022
|
Parthenon LLC
|
SELL
|
- |
-591- 0.38% |
$156K - $188K
|
156K
$74.5M
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-594- 6.64% |
$157K - $189K
|
8.35K
$4M
|
|
Jan 23, 2023
Q4 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-606- 2.93% |
$160K - $193K
|
20.1K
$9.62M
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-606- 2.89% |
$160K - $193K
|
20.4K
$9.75M
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-610- 31.04% |
$161K - $194K
|
1.36K
$648K
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-611- 1.25% |
$161K - $195K
|
48.3K
$23.1M
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-611- 2.23% |
$161K - $195K
|
26.8K
$12.8M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-612- 17.55% |
$162K - $195K
|
2.88K
$1.38M
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-616- 4.77% |
$163K - $196K
|
12.3K
$5.89M
|